Affluent investors were behind most of the gains, and they allocated mostly to fixed-income and balanced/mixed funds. Short-term funds were outperforming other savings and investment vehicles in the market, leading to a migration of investors toward these vehicles.
GAM, Invesco and Allianz reap Chilean AFP push into Asia and Europe
July 24, 2017 by
The AFPs have roared back into Europe and Asia, pumping more than USD 1 billion into equity products from the two regions in June, to the benefit mostly of active managers.
Colombian AFPs hot on emerging markets and Europe as global allocations swell
July 17, 2017 by
Parvest Equity Europe Small Cap-I, a BNP Paribas fund, saw a USD 136 million May allocation that was the largest for an active fund within the Europe equity category. AFP allocations abroad in May totaled USD 17.1 billion, the highest level in over two years.
Chilean AFPs retreat from North America; look to Europe and Latam
July 5, 2017 by
Allianz, Deutsche and Schroders were among the beneficiaries in May of a transfer of AFP assets from North America to Europe and Latin America. The AFPs' total investment abroad increased USD 2 billion to USD 64.5 billion in the 30 days.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – June 2017
July 4, 2017 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of June 30, 2017.
Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.
Brazilian fund industry raises BRL 12.3 billion in May amid new political scandals
June 28, 2017 by
Despite the political turmoil, the fund industry shows net inflows of BRL 106 billion year‐to‐date, more than double the amount seen in the same period of 2016, when it reached BRL 46.3 billion.
State Street: Global private-equity funds posted 10.4% gains in 2016
June 27, 2017 by
"In private markets, we saw heightened exit activity in recent years as managers took the opportunity to exit their investments. Recently, however, capital calls have slowed, ” said State Street Associate's Will Kinlaw.
Colombian AFPs boosted exposure to emerging markets in April
June 12, 2017 by
Total Colombian AFP assets abroad stood at nearly USD 17 billion in April, compared with USD 16.4 billion in March, and were at their highest level in at least two years. Emerging-market exposure clicked up two points to land at over 26%.
Performance Report – Mexican Mutual Fund Investments in Cross-Border Funds and ETFs – May 2017
June 5, 2017 by
Excel workbook detailing, over various time periods, returns of each international fund/ETF receiving investments from Mexican Mutual Funds. Data as of May 31, 2017.
Companies mentioned in this report: BBVA; Van Eck; Santander; Aberdeen; Schroders; Guggenheim; MFS; Global X; Franklin Templeton; First Trust; Goldman Sachs; iShares; BlackRock; JP Morgan; Pioneer; WisdomTree; State Street; PowerShares; Vanguard; Man; Old Mutual; Robeco; Principal; Henderson; PIMCO; Julius Baer; Union Bancaire Privée; Fidelity; Deutsche; ProShares; Exane; Lyxor; Direxion Shares.
Brazilian funds post first net redemption after seven months of gains
May 30, 2017 by
Despite the massive April redemption of BRL 21.6 billion, the industry still shows record net capital inflows for the first four months of 2017, of BRL 89.3 billion,
